Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Citrus -Index plus Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
0.83%
6 Months
10.26%
1.03%
1 Year
20.10%
5.08%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
2.08%
Fund Age
18 mo
2 yrs 3 mo
AUM
₹79.16 Cr
₹2.33 Cr
Alpha – 1 Year
17.12%
5.43%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 55% · M 24% · S 14%
Number of Stocks
66
—
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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